Tutorials
See Project Level: Reports for additional documentation.
- Add a Visual to a Company Level Custom Report
- View Company Custom Report in Tableau
- Aggregate Data in a Custom Report
- Assign a Custom Report to All Projects
- Clone a Company Level Custom Report
- Configure Advanced Settings: Company Reports
- Create a Calculated Column in a Custom Report
- Create a Custom Company Report
- Create a Dashboard
- Create a Custom Company Report
- Delete a Custom Company Report
- Distribute a Custom Company Report Snapshot
- Download an Open Submittals Report
- Edit a Company Level Custom Report
- Export a Custom Company Level Report
- Share a Dashboard
- View All Unexecuted Prime Contract Change Orders Report
- View Assignment Report
- View Company Reports
- View Daily Log Notes Report
- View Global Vendor Insurance Report
- View Job Cost Summary Report
- View Projects Overview Report
- View the Project Email Address Report
- View Timecard Report